Fincadia Capital ยท 3 days ago
Client Service Associate / Executive Assistant
Weston, FL
Full-time
Onsite
Mid Level
$50K/yr - $60K/yrFincadia Capital Partners is an independent financial advisory firm providing investment planning and portfolio management solutions to high-net-worth clients. They are seeking a highly experienced Client Service Associate / Executive Assistant to provide comprehensive support to senior leadership and client operations, managing complex financial documentation and administrative processes with precision and discretion.
FinanceFinancial ServicesWealth Management
Responsibilities
Maintain, update, and audit financial, client, and investment records with extreme attention to detail
Prepare, organize, and manage complex administrative and compliance-related documentation
Ensure all client records, correspondence, and internal documentation are accurate, complete, and professionally maintained
Attend client meetings, take thorough and organized notes, and track action items and follow-ups
Assist with professional client communication and scheduling
Provide high-level administrative support to senior leadership
Manage complex calendars, deadlines, and file organization with precision
Prepare professional reports, presentations, and correspondence related to financial operations
Handle confidential financial and client information with the utmost discretion
Coordinate travel arrangements and itineraries efficiently
Assist with personal and administrative tasks as needed
Ensure leadership schedules remain organized and uninterrupted
Qualification
Required
Proven experience as an Executive Assistant, Client Service Associate, or Senior Administrative Assistant
Strong preference for experience in financial services, investment, wealth management, or professional services environments
Demonstrated experience handling complex documentation, compliance materials, and sensitive client information
Exceptional organizational skills and attention to detail (this is critical)
Proficiency with Microsoft Office (Excel, Word, Outlook) and CRM systems (Salesforce preferred)
Excellent written and verbal communication skills
Ability to multitask, prioritize, and work independently
High level of professionalism, discretion, and reliability
Benefits
Bonus opportunities
Health and dental insurance
Paid time off
Professional development support
Collaborative, professional work environment
Company
Fincadia Capital
Fincadia Capital Partners is an independent wealth management firm focused on disciplined portfolio construction, risk awareness, and long-term capital stewardship.
Founded in 2022
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase